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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,235 | $160,040-88.0% | $147,096-86.9% | $145,877-86.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -1.12% | 98.49%-99.6pp | 419.75%-420.9pp | 551.28%-552.4pp |
| Employer contribution / active EE | $2,222 | $5,289-58.0% | $4,936-55.0% | $4,663-52.4% |
| Participant deferral / active EE | $4,494 | $8,429-46.7% | $8,071-44.3% | $6,691-32.8% |
| Admin fee / account holder | $136 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |